Financial Consultant - Cranberry Township, PA

Fidelity Investments • Cranberry Township, PA

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About The Position

Working in Fidelity’s Investor Center, the Financial Consultant engages face-to-face with clients, provides mentorship and personalized planning, and helps expand the firm’s brand. The role uses Fidelity’s existing client base and institutional business feeders, along with an open-architecture product platform and financial-industry resources, to nurture client relationships and support clients’ long-term success. The position is part of Fidelity’s Sales category. Fidelity will not provide immigration sponsorship for this position.

Fidelity offers training in-branch, regionally, nationally, and virtually to support associates in all aspects of their business. Its total rewards package includes a stable base salary, and benefit programs are designed to support associates and their families. The role is subject to applicable securities and investment regulations, which may restrict employment based on certain criminal histories.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve; the posting does not specify the exact onsite expectation for this position.

Requirements

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Ability to thoughtfully introduce investment strategies and bring together additional client assets through client-centered discussions.
• Be coachable, collaborative, and curious.
• Commitment to delivering an outstanding customer experience and passion for seeing others thrive.
• Motivation to achieve results and find solutions; takes initiative and exceeds customer expectations.
• Extensive knowledge of investment solutions.

Nice To Haves

• A degree or equivalent experience and/or other professional certifications are helpful.
• A CFP credential or degree; Fidelity’s Tuition Reimbursement program can help associates acquire one.

Responsibilities

• Build relationships with clients, uncover their needs, and recommend solutions.
• Present complex solutions to a knowledgeable client base while building rapport and credibility.
• Introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions.
• Deliver an outstanding customer experience and help clients thrive.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed